O'Shaughnessy Asset Management’s iShares US Consumer Staples ETF IYK Stock Holding History

O'Shaughnessy Asset Management’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.4K	Sell	33 -279	-89%	-$19.9K	﹤0.01%	2517
2026 Q1	$21.8K	Sell	312 -1	-0.3%	-$72	﹤0.01%	2336
2025 Q4	$20.9K	Sell	313 -88	-22%	-$5.97K	﹤0.01%	2342
2025 Q3	$27.4K	Buy	401 +236	+143%	+$16.5K	﹤0.01%	2254
2025 Q2	$11.6K	Sell	165 -16	-9%	-$1.13K	﹤0.01%	2175
2025 Q1	$13K	Sell	181 -8	-4%	-$543	﹤0.01%	2104
2024 Q4	$12.4K	Buy	189 +21	+13%	+$1.44K	﹤0.01%	2051
2024 Q3	$11.8K	Buy	+168	New	+$11.6K	﹤0.01%	1987

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

O'Shaughnessy Asset Management's IYK Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares US Consumer Staples ETF (IYK) stake by 89% in Q2 2026, selling an estimated $19.9K and leaving 33 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

O'Shaughnessy Asset Management first reported a position in IYK in Q3 2024 and has held it in 8 quarters since. The position peaked at $27.4K in Q3 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

O'Shaughnessy Asset Management held 33 shares of iShares US Consumer Staples ETF worth $2.4K as of Q2 2026.
O'Shaughnessy Asset Management sold 279 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $19.9K.
iShares US Consumer Staples ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2517 holding.
O'Shaughnessy Asset Management first reported a position in iShares US Consumer Staples ETF in Q3 2024 and has held it in 8 quarters since.
O'Shaughnessy Asset Management's iShares US Consumer Staples ETF position peaked at $27.4K in Q3 2025.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.